Valeo Financial Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
9,002
+301
| +3% | +$8.68K | 0.01% | 618 |
|
|
2025
Q1 | $236K | Buy |
8,701
+1,355
| +18% | +$36.8K | 0.01% | 593 |
|
|
2024
Q4 | $210K | Sell |
7,346
-953
| -11% | -$27.2K | 0.01% | 636 |
|
|
2024
Q3 | $263K | Buy |
8,299
+74
| +0.9% | +$2.35K | 0.01% | 564 |
|
|
2024
Q2 | $265K | Buy |
8,225
+18
| +0.2% | +$580 | 0.01% | 536 |
|
|
2024
Q1 | $282K | Buy |
8,207
+26
| +0.3% | +$895 | 0.01% | 523 |
|
|
2023
Q4 | $253K | Buy |
8,181
+6
| +0.1% | +$185 | 0.01% | 543 |
|
|
2023
Q3 | $275K | Buy |
8,175
+11
| +0.1% | +$370 | 0.01% | 480 |
|
|
2023
Q2 | $247K | Sell |
8,164
-25
| -0.3% | -$758 | 0.01% | 478 |
|
|
2023
Q1 | $217K | Buy |
+8,189
| New | +$217K | 0.01% | 527 |
|
|
2021
Q2 | – | Sell |
-428
| Closed | -$13K | – | 1000 |
|
|
2021
Q1 | $13K | Sell |
428
-216
| -34% | -$6.56K | ﹤0.01% | 1215 |
|
|
2020
Q4 | $18K | Sell |
644
-118
| -15% | -$3.3K | ﹤0.01% | 1023 |
|
|
2020
Q3 | $18K | Buy |
762
+92
| +14% | +$2.17K | ﹤0.01% | 904 |
|
|
2020
Q2 | $17K | Buy |
670
+194
| +41% | +$4.92K | ﹤0.01% | 1049 |
|
|
2020
Q1 | $11K | Buy |
476
+158
| +50% | +$3.65K | ﹤0.01% | 1018 |
|
|
2019
Q4 | $9K | Hold |
318
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q3 | $8K | Buy |
318
+167
| +111% | +$4.2K | ﹤0.01% | 1067 |
|
|
2019
Q2 | $4K | Buy |
151
+50
| +50% | +$1.33K | ﹤0.01% | 1264 |
|
|
2019
Q1 | $3K | Sell |
101
-109
| -52% | -$3.24K | ﹤0.01% | 1280 |
|
|
2018
Q4 | $6K | Sell |
210
-327
| -61% | -$9.34K | ﹤0.01% | 1008 |
|
|
2018
Q3 | $15K | Buy |
537
+92
| +21% | +$2.57K | ﹤0.01% | 843 |
|
|
2018
Q2 | $13K | Buy |
445
+40
| +10% | +$1.17K | ﹤0.01% | 874 |
|
|
2018
Q1 | $14K | Buy |
405
+6
| +2% | +$207 | ﹤0.01% | 830 |
|
|
2017
Q4 | $14K | Buy |
399
+205
| +106% | +$7.19K | ﹤0.01% | 753 |
|
|
2017
Q3 | $6K | Buy |
+194
| New | +$6K | ﹤0.01% | 820 |
|